The CRM Built for Insurance Agencies
Manage leads, track follow-ups, and close more policies with a pipeline designed for how insurance agencies actually work.
Drag-and-Drop Pipeline
Move leads through customizable stages with a visual kanban board. See card age, source badges, and assignment at a glance.
Lead Card Detail
Every lead has a full profile: form answers, AI chat transcript, comments, activity log, files, and follow-up scheduling.
Round Robin Assignment
Automatically distribute new leads across your team. Configurable per pipeline with manual override.
Follow-Up Scheduling
Drop a card into the follow-up zone, pick a date, and it reappears on your board automatically. Never miss a callback.
Frequently Asked Questions
Can I customize the pipeline stages?
Yes. OfficeHubb pipelines include New, In Progress, Quoted, Sold, Follow Up, and archive zones. The workflow is designed for insurance sales cycles.
How are leads captured?
Leads come from AI chat intake on your agency page, web forms, a lead vendor, a file our support team loads for you, or manual entry. All sources feed into the same pipeline.
Does it support multiple team members?
Absolutely. Each team member has their own pipeline view, and agents/managers can see all leads across the agency.
Is there a mobile app?
OfficeHubb works in a browser on any device. You can also install the mobile companion from the web for client messages, outreach approvals and Agency AI.
Ready to get started?
Every package is free for 14 days. See it with your own leads.
Start Your Free Trial